Oberndorf William E
- SEC CIK
- 0001218663
- Latest filing
- Aug 13, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 13, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 7
- −1 vs. Q2 2025
- Portfolio value
- $74.2M
- −$16.3M (−18.0%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MNDYmonday.com Ltd. | SHS | 70,120 | $13.6M | 18.3% | +6,084+9.5% | Added | History |
| ADSKAutodesk, Inc. | COM | 42,124 | $13.4M | 18.0% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 35,553 | $12.3M | 16.5% | +35,553 | New | History |
| AMZNAmazon Com Inc | Stock | 52,928 | $11.6M | 15.7% | 00.0% | Unchanged | History |
| VEEVVeeva Systems Inc | Stock | 37,224 | $11.1M | 14.9% | 00.0% | Unchanged | History |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 222,164 | $6.58M | 8.9% | +61,090+37.9% | Added | History |
| TEAMAtlassian Corp | CL A | 35,394 | $5.65M | 7.6% | −16,998−32.4% | Reduced | History |
Sold out since Q2 2025 (2)
Positions held at the end of Q2 2025 that are gone from this filing.